QuantCalc Retirement Engine

できること

このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。

• 接続方法: クラウドで動く
• トランスポート: Streamable HTTP
• カテゴリ: 会計・財務・税務

インストール

使っているAIアプリを選んで、設定をコピーしてください。

必要なもの

• クラウドで動くインストール不要。インターネット経由でつながります

どのアプリを使っていますか？

https://mcp.quantcalc.app

claude mcp add --transport http retirement-engine https://mcp.quantcalc.app

{
  "mcpServers": {
    "retirement-engine": {
      "url": "https://mcp.quantcalc.app"
    }
  }
}

{
  "servers": {
    "retirement-engine": {
      "type": "http",
      "url": "https://mcp.quantcalc.app"
    }
  }
}

https://mcp.quantcalc.app

選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。

この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。

できること

ツールの名前と説明は、サーバーが2026年11月6日に返したそのままの内容です。書いたのは作者で、私たちではありません。プレーンテキストとして表示しています。

• run_retirement_projection

  Runs a Monte Carlo retirement projection on the QuantCalc engine and returns the success rate, the ending-portfolio distribution, and the assumptions that produced them. The result states the return model that ran, the number of paths, and the income assumptions it used, includin

• run_tax_aware_projection

  Runs the retirement projection with the household's accounts split by tax type and returns the withdrawal order and Roth-conversion programme the engine selected, its present-value advantage and range against drawing traditional first, and the after-tax success rate. Federal and

• compare_return_assumptions

  Runs the same plan against several published capital market assumption sets and returns the success rate and median outcome under each, showing how far the answer moves with the return forecast used. Every input is optional: omitted plan inputs use an illustrative plan (age 65, $

• list_return_assumption_sources

  Returns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).

• explain_methodology

  Returns what the QuantCalc engine models and what it deliberately leaves out, including the tax provisions that are out of scope, and links to the published methodology.

• estimate_2026_tax_return

  Estimates a household's 2026 federal and state income tax return from its 2026 income (wages, Social Security, IRA and 401(k) distributions, pensions, Roth conversions, interest, dividends, capital gains and losses, self-employment (Schedule C) profit), deductions, withholding an

• optimize_social_security_claiming

  Searches every Social Security claiming age from 62 (or today's age) to 70 for the household's tax-aware plan: each age's benefit is the given benefit restated by the SSA reduction and delayed-retirement-credit rules, and each age runs the full tax-aware plan on the same simulate

• state_tax_in_every_state

  Figures one household's 2026 state income tax in all 50 states and DC from its income (Social Security, IRA and 401(k) withdrawals, a private or government pension, military retirement pay, wages, interest, dividends, long-term gains) and returns every jurisdiction ranked from th

• calculate_2026_income_tax

  Figures a household's 2026 federal income tax (Form 1040 line 24) and, given a state, its state income tax, from wages (with the Schedule 1-A overtime and tips deductions), children and other dependents, and other common income; and returns the Social Security and Medicare tax on

• pretax_contribution_savings

  Figures what a 2026 (or projected 2027) health FSA or HSA contribution saves in federal income tax, Social Security and Medicare tax and state income tax: the same return with and without the contribution, a payroll contribution taken out of W-2 boxes 1, 3 and 5, a direct HSA con

• business_deduction_tax_savings

  Figures what a business deduction saves a self-employed person in 2026: business miles split at July 1 (72.5 and 76 cents a mile) or a dollar expense, off the Schedule C profit, and the income tax, self-employment tax, earned income credit and state tax saved, from the federal re

• retirement_plan_deferral_savings

  Returns the 2026 or 2027 elective-deferral limit for a 401(k), 403(b), governmental 457(b), the TSP or a SIMPLE IRA at an age (the age-50 and ages 60-63 catch-ups, the SIMPLE higher limit, the Roth catch-up wage rule), free; and what the pre-tax deferral saves in federal income t

• ira_deduction_and_roth_limit

  Runs IRS Publication 590-A Worksheet 1-2 (the deductible part of a traditional IRA contribution when you or your spouse is covered by a plan at work) and Worksheet 2-2 (the reduced Roth IRA contribution limit) for 2026 or 2027 on a modified AGI, line by line, with the spousal IRA

• standard_deduction_vs_itemizing

  Returns the 2026 or 2027 standard deduction piece by piece — the basic amount, the additional amount for 65 or older and blind, a dependent's limit, the married-filing-separately rule — free; and, with a connected QuantCalc PRO licence or Tax Season Pass, the senior deduction aft

• calculate_rmd

  Computes the required minimum distribution for 2026 or 2027 from the prior year-end balance and the age or birth year, on the IRS Uniform Lifetime Table, or the Joint and Last Survivor Table when the spouse is the sole beneficiary and more than 10 years younger; returns the divis

• roth_conversion_tax_cost

  Figures the federal and state tax a 2026 Roth conversion adds to the household's year, its share of the amount converted and the cost of the next $1,000; the room left in the current federal bracket and below the next IRMAA tier; and flags an IRMAA tier crossing (with the 2028 su

• qcd_tax_savings

  Compares a 2026 charitable gift made as a qualified charitable distribution from an IRA with the same gift in cash: the federal and state tax saved and the IRMAA surcharge saved, with the cash gift deducted the way the return allows (itemizing, or the standard deduction with the

• irmaa_check

  Returns the Medicare IRMAA tier a MAGI sets: the official 2026 tier (from 2024 MAGI) and the 2027 and 2028 tiers (from 2025 and 2026 MAGI) on the tables as QuantCalc projects them, labelled projected; with each the monthly Part B and Part D surcharge per person, the annual total

• social_security_taxable_amount

  Figures how much of a household's 2026 Social Security benefits is taxable, the federal income tax and the part of it the benefits cost, the effective marginal rate on the next dollar of other income, how many cents of benefits each extra dollar makes taxable, and which part of t

• capital_gains_tax

  Figures the 2026 federal and state income tax on a household's short-term and long-term capital gains or losses given its other income: the tax the capital items add (ordinary-rate, long-term rate, net investment income tax and AMT parts), the long-term gain that still fits in th

• estimated_tax_payments_2026

  Figures a household's 2026 estimated tax position from its expected 2026 income, its 2025 tax and what it has withheld and paid: the 2026 tax Form 2210 uses, the safe-harbor required annual payment (the smaller of 90% of the 2026 tax and 100% or 110% of the 2025 tax) and the requ

• aca_premium_tax_credit

  Figures a household's ACA marketplace premium tax credit position from its state, the ages on the plan, household size and income. For 2026 coverage: the credit (Form 8962 line 24, computed by QuantCalc's federal tax API) at the state-level or a given benchmark premium, the pover

基本チェックi

誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月8日にチェック

• ✓ 合格

  作者とリポジトリが一致

  レジストリ名はドメイン quantcalc.app で確認済みです（レジストリがドメインの所有を確認しています）

• … 未チェック

  今もメンテナンスされている

  このリポジトリはまだGitHubから読み取っていません

• … 未チェック

  ライセンスがある

  このリポジトリはまだGitHubから読み取っていません

• ✓ 合格

  エンドポイントが応答する

  2253ミリ秒で応答（HTTP 200）

• – 対象外

  OAuthでサインイン

  サインイン不要

• ✓ 合格

  ツールの説明に隠れた指示がない

  22件のツールの説明を読み、AIへの隠れた指示は見つかりませんでした

会計・財務・税務のほかのサーバーとの比較i

• このカテゴリのほかの2911件のうち0%よりスターが多い
• このカテゴリのほかの2911件のうち83%より最近レジストリに公開
• 基本チェックの結果が、このカテゴリのほかの2911件のうち100%と同じかそれ以上

レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。

代わりの候補

同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。

カードの見方：★ GitHubスターi3つの柱：レビュー · チェック · 利用状況i更新＝最新バージョンをレジストリに公開した日i

作者のREADME

https://mcp.quantcalc.app